- Enhance the public awareness of the insurance planning/wealth management development and the importance of insurance planning and wealth management;
- Promote the standards of conduct and best practices for the insurance planning and wealth management professionals;
- Enhance the competitive edge of the financial professionals in the insurance planning and wealth management sector;
- Recognize and promote innovation in “Fintech” and “Insurtech” to support Hong Kong’s development in the areas of smart city;
- Support Hong Kong as the financial center of the region and the world.